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Toni S Hanna

Advisor at Raymond James Financial — Delta, CO

Updated today

Credentials

Series 66

Experience

26 years

Location

Delta, CO 81416

Raymond James Financial logo

Raymond James Financial

Institution

Total advisors

6,448

Across 2,954 offices

Clients per advisor

77 Low

Avg AUM per client

$700,796 Very High

HNW client ratio

19% Typical

About

Toni Hanna is a financial advisor at Raymond James Financial with 26 years of industry experience. She holds a Series 66 designation and has worked at Raymond James and affiliated firms since 2003. Outside of her advisory role, she volunteers on the finance and parish council for Sacred Heart Church in Paonia, Colorado. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base, including individuals, high-net-worth clients, corporations, and institutional entities. The firm offers tailored, non-discretionary planning and supports advanced tools and advisory programs across a large network of advisors.

Client services

Based on Raymond James Financial

Financial planning Portfolio management Pension consulting Selection of other advisers Educational seminars or workshops Hourly & fixed rate consultations

Expertise

Based on Raymond James Financial

Wealth management Tax strategies for small businesses Business succession planning General estate planning guidance

Occupation focus

Based on Raymond James Financial

Founder/Business Owner Executive

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Fee options

Fixed

Fixed (flat) dollar fees for planning services offered.

Commissions

Commissions may be charged for transaction-related services through affiliated broker-dealer RJFS; also receive commissions as insurance agent for insurance services.

Project-based

Hourly fees for planning and/or investment consultation services generally up to $400 per hour.

Other

Fee-only: Hourly fees up to $400 per hour; fixed (flat) dollar fees also offered; percentage of assets under advisement fees not to exceed 2.25% annually for investment consulting services; fees negotiable.

Location

See office

Delta, CO

338 Main Street

Delta CO 81416

Advisors at this office

2

Most active in

Colorado · Texas

Work history

26 years of industry experience

Not Provided

2012 - 2023 • 11 years

Crawford, CO

Raymond James Financial

2009 - Present • 17 years

Delta, CO

King Financial Services Llc

2003 - 2016 • 13 years

Delta, CO

Raymond James Financial Services, Inc.

2003 - Present • 23 years

Delta, CO

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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Samantha S

Series 66

Delta, CO

Cetera

Samantha Seeley is a financial professional with two years of industry experience, currently affiliated with Cetera. She holds a Series 66 designation and has been associated with Cetera and related entities since 2020. Outside of her advisory role, she is also a notary public. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers various investment programs and portfolio management services through a large network of independent advisors.

Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Executive
user avatar

Joel N

CFP®, Series 63, Series 65

Delta, CO

OSAIC

Joel Nelson is a CFP® with 26 years of industry experience, currently serving as a financial advisor at OSAIC since 2024. He has previously worked at Securities America Advisors and Securities America Inc. for 14 years. Nelson owns South Platte Agency, Inc., a property and casualty insurance business. OSAIC serves a diverse client base including individuals, high-net-worth investors, pension plans, corporations, and charitable organizations. The firm provides integrated brokerage and advisory services using asset-allocation tools and third-party money managers to manage portfolios across various asset classes.

Annuities Wealth management Tax-loss harvesting Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive

Isaiah S

Series 66

Delta, CO

Edward Jones

Isaiah St Peter is a financial advisor with Edward Jones in Delta, Colorado, holding a Series 66 designation and 17 years of industry experience. He has been with Edward Jones since 2008. Outside of his advisory role, he pursues oil painting as a hobby and sells originals and prints. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs, including discretionary and non-discretionary strategies. The firm manages approximately $1.01 trillion in assets and supports its clients through a nationwide network of financial advisors and branch offices.

General retirement planning Retired Founder/Business Owner Executive

David S

Series 66

Delta, CO

Edward Jones

David Salcedo is a financial advisor at Edward Jones with one year of industry experience. Prior to joining Edward Jones, he worked at Valor Tactical Innovation, Sunbelt Solomon, and Capco Inc. Outside of advising, Salcedo holds a Certified Welding Inspector certificate and plans to maintain this credential as a potential income source in retirement. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory programs and investment strategies supported by a large national network of advisors and branch offices.

General retirement planning Inheritance planning Business ownership considerations Founder/Business Owner Hispanic/Latino/Latinx

Ty W

Series 66

Delta, CO

Edward Jones

Ty Withee is a financial advisor with Edward Jones in Delta, Colorado, holding a Series 66 designation and five years of industry experience. Prior to joining Edward Jones in 2021, he worked for Shaw Construction, LLC for 14 years. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment solutions supported by a large national network of advisors and branch offices.

Retirement plans for business owners (SEP, solo 401k) Business ownership considerations Business Financial Management General retirement planning Wealth management Founder/Business Owner
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Tobias K

CFP®, Series 66

Delta, CO

Raymond James Financial

Tobias King is a CFP®-credentialed financial advisor with Raymond James Financial Services Advisors, Inc., bringing 17 years of industry experience. He has been with Raymond James since 2009 and has also served as a music director and conductor with the Montrose Community Band since 2008. Outside of his financial advisory role, King is active as a freelance musician playing saxophone and other woodwind instruments with several groups in Western Colorado. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting services to a diverse clientele including individuals, high-net-worth clients, pension plans, corporations, and institutional clients. The firm offers tailored, non-discretionary planning using risk profiling and modeling tools, and it supports municipal and public finance work through its affiliation with a municipal advisor.

Wealth management Tax strategies for small businesses Business succession planning General estate planning guidance Founder/Business Owner Executive
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